Create a Cody manager handoff from 7shifts updates
Leave the next manager a clean handoff instead of a trail of scattered updates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Why this helps
Manager changes create context gaps when schedule details and unresolved issues live in different places.
- Standardize manager handoffs
- Capture schedule context
- Make open issues easy to scan
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Cody to Notis once.
- 2Create an automation named Manager handoff document.
- 3Tell Notis to create a Cody document with schedule changes, staffing concerns, unresolved questions, and next-owner suggestions from the webhook.
- 4Choose the webhook trigger and select a run report destination.
- 5Test with one real manager transition.
Questions about this workflow
Can the document use a repeatable format?
Yes. State the headings you want in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Cody. A trigger fires from one place; an action lands in another.
7shifts triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
7shifts and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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